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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,768 | $96,678+113.9% | $86,640+138.7% | $139,466+48.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.45% | 106.69%-88.2pp | 592.52%-574.1pp | 373.66%-355.2pp |
| Employer contribution / active EE | $3,187 | $3,265-2.4% | $3,024+5.4% | $4,754-33.0% |
| Participant deferral / active EE | $11,685 | $4,837+141.6% | $4,438+163.3% | $6,712+74.1% |
| Admin fee / account holder | $5 | $6,410-99.9% | $5,616-99.9% | $11,409-100.0% |